Investment Banking Professionals
We offer our services in a highly personalized format, ensuring our clients benefit fully from the experience, skill and relationships of our team by working directly with the principals of our firm. Our senior bankers have a demonstrated track record of success in sourcing and closing deals. During our collective 80 plus years in banking and industry, our principals have collectively advised on over 140 transactions. Additionally, we have developed and executed successful corporate acquisition programs and targeted searches. We operate with integrity and always strive to provide thoughtful, sound, objective and frank advice.
TIMOTHY M. MAYNARD
Tim is founder and Managing Director of Overcrest and a Managing Director of our affiliate firm, Convergence Healthcare Advisors. He has over 25 years of experience in industry and financial services, principally as a corporate M&A executive. Tim formed Overcrest out of a desire to help address the growing need among lower middle market companies for high quality M&A advisory services by providing them with a personalized service offering and senior partner-level attention. Before forming Overcrest, Tim served as VP of Corporate Development for FEI Company, a leading analytical instrument company in the electron microscopy space, serving semiconductor, electronic, industrial and life science research customers. Previously, he served as VP of Corporate Development for Sigma-Aldrich Corporation, a leading life science tools, specialty chemical and technology company. Prior to joining Sigma-Aldrich, Tim was a Director of Corporate Development with Thermo Fisher Scientific and its predecessor, Thermo Electron Corporation. He started his career in financial services, working in several roles including investment banking with a large regional bank and investment strategy for a life insurance company. He has extensive deal experience, having completed over 70 M&A transactions. He received an MBA from the F.W. Olin School at Babson College. He has served as a member of the Executive Advisory Council of New Mountain Capital Partners., where he advised on portfolio matters and new platform opportunities. Currently, Tim serves as a member of the Board of Governors of the Missouri Athletic Club, where he sits on the Finance and Planning committees.
Bryan is founder and Managing Director of our affiliate firm, Convergence Healthcare Advisors. Bryan has over 19 years of experience in the financial services industry, primarily as an investment banker. Bryan founded Convergence in early 2013 with the objective of delivering a personalized version of bulge bracket strategic advisory services for growth and middle market companies. Bryan has broad and extensive transaction experience in IPOs, M&A, Strategic Divestitures, Private Placements, Leveraged Buyouts and Equity and Debt Financings. Prior to founding Convergence, Bryan was a key member of Deutsche Bank’s healthcare practice and was responsible for the Firm’s global Investment Banking efforts in the Life Science Tools and Diagnostics sector. He also led the coverage effort on a number of key Medical Device companies. Bryan previously spent three years at Thomas Weisel Partners where he was a founding member of their Healthcare M&A practice. Previously, he worked in equity research at William Blair & Co. covering the semiconductor capital equipment sector and at Prudential Capital Group as part of a principal investing team executing Debt Private Placements. Bryan also spent two years at a Public Accounting Firm where he worked as a Licensed CPA. Bryan received an MBA with Distinction from the Kellogg School of Management, Northwestern University.
Alberto Realuyo joined our affiliate Convergence Healthcare Advisors in 2014, bringing over 18 years of M&A experience, with an exclusive focus on healthcare M&A for the past six years. Mr. Realuyo brings world class strategic advisory experience to Convergence with an expertise in selling companies both large and small. Alberto was most recently Senior Director, Healthcare M&A at Deutsche Bank where he executed various landmark strategic sale transactions in the healthcare sector including the sale of Life Technologies to Thermo Fisher ($15.8 billion); the sale of Warner Chilcott to Actavis ($8.5 billion); the sale of Medicis to Valeant ($2.6 billion); and the sale of Cephalon to Teva ($6.8 billion). While at Deutsche Bank, Alberto often served as the M&A partner supporting the banking coverage efforts of his current partners, Bryan Lookatch and Ananth Bhogaraju when both were also with Deutsche Bank.Prior to Deutsche Bank, Mr. Realuyo worked in the M&A departments of Salomon Brothers (now Citi) and Lazard Freres, and Fredericks Michael & Co., a middle-market advisory firm focused on cross border M&A. Mr. Realuyo holds an MBA for IESE Business School (Barcelona, Spain) and an AB from Dartmouth College.
JAMES H. DACOSTA
Jim serves as a Senior Advisor to the Overcrest banking team. Jim brings over 30 years of experience as a corporate dealmaker, executive and business owner. Prior to joining Overcrest, Jim served as VP of Corporate Development for Analogic, a Massachusetts based technology company, until his retirement in 2018. Prior to joining Analogic, Jim was Director of Corporate Development with Kadant Inc., a Chelmsford, MA manufacturer of industrial processing equipment focused on the pulp and paper industry. Previously he served as head of Corporate Development for Thermo Electron Corporation where he executed numerous acquisitions and divestitures in the life science tools, medical device, analytical technologies and industrial spaces. Earlier in his career he founded Lifetech Partners, a boutique investment bank focused on healthcare, medtech and industrial. He has completed over 70 acquisitions and divestitures with a transaction value over $1.8 billion. He graduated from the University of Massachusetts with a BS in Mathematics, earned an MBA in Finance from Boston College and served as a First Lieutenant in the U.S. Army Reserve.